Artesian Resources
ARTNA
111 hedge funds and large institutions have $255M invested in Artesian Resources in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 10 closing their positions.
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
5% more funds holding
Funds holding: 106 → 111 (+5)
2.84% more ownership
Funds ownership: 62.6% → 65.44% (+2.8%)
3% more capital invested
Capital invested by funds: $247M → $255M (+$7.88M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.6M |
| 2 |
BlackRock
New York
|
+$1.98M |
| 3 |
State Street
Boston,
Massachusetts
|
+$1.66M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$1.26M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$509K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capstone Investment Advisors
New York
|
-$2.8M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.17M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.15M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$665K |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$590K |
ARTNA Hedge Fund Activity: Q4 2023 in Review
111 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Artesian Resources (ARTNA) for Q4 2023, worth a combined $255M — up 3.2% from $247M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new ARTNA positions and 10 closed out — a net gain of 5 holders — while 33 added to existing stakes and 37 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.6M. The largest seller was Capstone Investment Advisors, exiting entirely with an estimated $2.8M sold.
- 111 institutional investors held Artesian Resources (ARTNA) as of Q4 2023, up from 106 in Q3 2023.
- Funds reported $255M of Artesian Resources stock for Q4 2023, up 3.2% quarter-over-quarter.
- 15 funds opened new Artesian Resources positions in Q4 2023 and 10 closed out, a net change of +5 holders.
- The largest Artesian Resources buyer in Q4 2023 was Morgan Stanley, an estimated $10.6M added.
- The largest Artesian Resources seller in Q4 2023 was Capstone Investment Advisors, an estimated $2.8M sold.
Based on aggregated 13F filings for Q4 2023.